Geometric Wealth Advisors Dimensional ETF Tr Call Options Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DFAX
# of Institutions
513Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$187 Million0.09% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio
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Monograph Wealth Advisors, LLC5.63MShares$141 Million20.94% of portfolio